LIBERTY WEALTH MANAGEMENT LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 428 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$3,690,059
+40900.7%
118,190
+41811.3%
0.76%
+25266.7%
Q3 2021$9,0000.0%282
-28.4%
0.00%
-50.0%
Q2 2020$9,0003940.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 2,852,952$93,662,00010.66%
MFA WEALTH ADVISORS, LLC 620,147$20,358,0009.35%
Your Advocates Ltd., LLP 411,207$13,500,0008.74%
Lebenthal Global Advisors, LLC 416,464$13,672,0008.59%
PRW Wealth Management LLC 500,134$16,419,0008.22%
Opes Wealth Management LLC 664,367$21,811,0007.72%
Prairiewood Capital, LLC 274,176$9,001,0007.38%
STUDIO INVESTMENT MANAGEMENT LLC 498,050$16,351,0006.99%
EXENCIAL WEALTH ADVISORS, LLC 3,885,746$153,347,0006.66%
Arlington Financial Advisors, LLC 508,105$16,681,0006.53%
View complete list of SCHWAB STRATEGIC TR shareholders